The Journey: How This Strategy Evolved
Origins and Initial Exploration
This project began with an analysis of the original blog post on crypto news sentiment analysis, which outlined three fundamental approaches to quantifying news impact on cryptocurrency markets:
- Source-Specific Impact Measurement: Tracking specific influencers/sources and measuring their historical market impact
- Topic-Based Sensitivity Analysis: Categorizing news by topic and measuring market sensitivity to different categories
- Narrative Lifecycle Analysis: Treating market narratives as living entities with lifecycles, tracking how they emerge, peak, and fade
The post expanded these into three implementation methodologies:
- Multi-Source Sentiment Analysis with Historical Correlation
- Topic-Based Market Impact Analysis
- Network Effect & Propagation Analysis